Wheeler Real Estate Investment Trust, Inc.
Wheeler Real Estate Investment Trust, Inc. is a reit - retail company in the real estate sector on NASDAQ, led by M. Andrew Franklin, with a market cap of $4.3M. As of Q3 2025, 2291% of shares are held by 10 institutional investors, with Stilwell Value LLC as the largest holder at 11.35%.
Overview
Overview of institutional ownership in WHLRL and WHLR as of Q3 2025 with a market cap of $4.3M
All Institutions
- Institutions
- 10
- Value Held
- $99.0M
- Shares Held
- 1.3M
- Avg Position
- $9.0M
- Median Position
- $43.7K
Hedge Funds
- Hedge Funds
- 3
- Value Held
- $98.3M
- Shares Held
- 1.3M
- Avg Position
- $24.6M
- Median Position
- $13.3M
Ownership Breakdown
Based on market cap of $4.3M as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.
Biggest Investors
Institutions with the largest positions in WHLRL and WHLR as of Q3 2025
| Institution | Position Value |
|---|---|
S Stilwell Value LLC Hedge Fund•Activist | $72.0M 25.63% of portfolio |
 Magnetar Financial LLC Hedge Fund•Multi-Strategy | $25.9M 0.17% of portfolio |
 Almitas Capital LLC RIA/Wealth | $606.2K 0.14% of portfolio |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $401.6K 0.00% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $43.7K 0.00% of portfolio |
 MORGAN STANLEY RIA/Wealth | $23.0K 0.00% of portfolio |
T Tower Research Capital LLC Institution | $11.6K 0.00% of portfolio |
 UBS Group AG Institution | $870.0 0.00% of portfolio |
A Advisor Group Holdings, Inc. Institution | $109.0 0.00% of portfolio |
 CITIGROUP INC Institution | $6.0 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for WHLRL and WHLR in Q3 2025
- Traded
- +$360.3K
- Buyers
- 5
- Sellers
- 3
- Total Bought
- +$433.7K
- Total Sold
- −$73.4K
- Avg Position
- $9.9M
Biggest Buyers
| Institution | Net Bought |
|---|---|
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | +$401.6K +-93.5K shares |
MORGAN STANLEY RIA/Wealth | +$22.4K +180.0 shares |
T Tower Research Capital LLC Institution | +$9.5K +1.5K shares |
A Advisor Group Holdings, Inc. Institution | +$109.0 +16.0 shares |
CITIGROUP INC Institution | +$6.0 +1.0 shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
BANK OF AMERICA CORP /DE/ Institution | −$36.2K −2.3K shares |
S Stilwell Value LLC Hedge Fund•Activist | −$35.2K −471.2 shares |
UBS Group AG Institution | −$2.0K −322.2 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited WHLRL and WHLR in Q3 2025
- New Positions
- 0
- New Value
- -
- Exited Positions
- 0
- Exited Value
- -
New Positions
| Institution | Position Value |
|---|---|
| No new positions found | |
Exited Positions
| Institution | Previous Position |
|---|---|
| No exited positions found | |
Options Activity
Institutions with the largest Call and Put options positions in WHLRL and WHLR as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with WHLRL and WHLR as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
S Stilwell Value LLC Hedge Fund•Activist | 25.63% $72.0M |
Magnetar Financial LLC Hedge Fund•Multi-Strategy | 0.17% $25.9M |
Almitas Capital LLC RIA/Wealth | 0.14% $606.2K |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | 0.00% $401.6K |
T Tower Research Capital LLC Institution | 0.00% $11.6K |
BANK OF AMERICA CORP /DE/ Institution | 0.00% $43.7K |
MORGAN STANLEY RIA/Wealth | 0.00% $23.0K |
UBS Group AG Institution | 0.00% $870.0 |
A Advisor Group Holdings, Inc. Institution | 0.00% $109.0 |
CITIGROUP INC Institution | 0.00% $6.0 |
Hedge Fund Spotlight
Discover hedge funds investing in WHLRL and WHLR
- Portfolio Value
- $280.8M
- Positions
- 30
- Last Reported
- Q3 2025
Position in Wheeler Real Estate Investment Trust, Inc.
WHLRL and WHLR
- Market Value
- $272.0M
- Shares Held
- 81.1M
- Portfolio Weight
- 142.95%
- Owned Since
- 2020-Q3
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Auto - Dealerships Consumer Cyclical | $77.5M | 27.59% | |
REIT - Retail Real Estate | $71.3M | 25.39% | |
ETF ETF | $71.3M | 25.39% |
